The Key to a Winning M&A Pipeline

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Introduction  The landscape of M&A is undergoing significant changes, driven by evolving market dynamics and technological advancements. The traditional approach of large, one-off deals is giving way to smaller, more frequent programmatic ones that involve more flexibility and agility. Similarly, the reliance on advisory-led deals is decreasing, with more companies opting for own-sourced deals that … Read more

Learn How to Improve Your M&A Pipeline: Insights and Best Practices

Optimizing your M&A pipeline process to source the best targets can be a daunting task, especially if you lack the latest tools and strategies. We’re excited to shed some light on the topic in our upcoming webinar: “How to Build a Winning M&A Pipeline,” featuring Charles Cautley (CPO) and Vilius Audinis, PhD (Head of Product … Read more

7+ M&A Pipeline Metrics You Should Be Tracking

7+ M&A Pipeline Metrics

Introduction: Streamlining and assessing your pipeline management is non-negotiable if you are a serial acquirer or serious about leveraging M&A for growth or value creation. The data you can capture from your pipeline is critical to extracting value from the deal. In addition, it provides an opportunity for the M&A team to learn and continue … Read more

Doing Multiple Deals a Year: The Case for M&A Pipeline Software

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Undoubtedly, leveraging M&A activity can bring unprecedented value to companies. More specifically, frequent buyers (sometimes referred to as serial acquirers) — no matter their size — increase company value faster than infrequent acquirers. However, simply entering the M&A arena does not guarantee value creation — especially in the competitive post COVID-19 marketplace. In fact, it is only … Read more

M&A Target Scoring Best Practices & Current Trends

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This post was originally published in November 2021 and updated in August 2022 to include up-to-date information. Introduction Companies engaged in the world of M&A need to be focused in their intent and execution of deals if they are to realize maximum value from deals. How best to do this?  First, an overarching strategy must … Read more

Expert Insights: Executing a Successful Roll-Up Strategy

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Clayton Stanley, Executive VP of Corporate Development for AmeriVet Partners Management, Inc., has successfully led his team to its highest number of transactions in a year. In fact, AmeriVet is on track to close over 60 transactions this calendar year. Stanley notes leveraging a roll-up strategy and working towards multiple transactions a year is a play most … Read more

Why You Need a Purpose-Built CRM for your M&A Process

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Introduction: “Saying ‘I don’t have time for CRM,’ is like saying, ‘I don’t have time to look at my GPS app because I am too busy trying to figure out the best way to get from here to there.” — Marketing Consultant Bobby Darnell This clever simile illustrates the power behind customer relationship management (CRM) … Read more

Roll-Up Strategies & The Right M&A Software Solution

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Introduction: Roll ups are predicted to be a significant part of M&A strategy in 2021. Historically, they have faced both praise and criticism from industry experts — at times dubbed fool-proof ways to generate value, while at other times called out for high failure rates. With these conflicting views in mind, below we clear some … Read more

5 Must-Haves for Constructing a Winning M&A Pipeline

A Guide to M&A Deal Flow and M&A Pipeline Management

As an acquisitive company, it’s important to have the right resources to support your pipeline process. Having a robust tool implemented can help your team: Below are the 5 things your team needs to construct a winning acquisition pipeline:  1. Inactive Deal Archiving   When a deal dies or becomes inactive, it’s important to keep the … Read more